Recently, the organic silicon industry chain has seen a comprehensive increase, with prices of various products rising from DMC to silicone adhesive. At the end of February, leading manufacturers led the market, with prices soaring to 14000 yuan/ton across the board, effectively boosting downstream companies' stocking sentiment. However, after the previous round of follow-up purchases, the inventory of middle and downstream enterprises has reached a high level, and the motivation for stocking up is slightly insufficient.

Macro positive factors are gradually emerging, and silicone adhesive companies have issued price increase letters, further boosting market confidence. Some companies have seen an improvement in their order taking situation and have begun to further prepare their inventory. But most enterprises are still constrained by the actual weakening of demand, and their stocking attitude is cautious. Currently, the market is mixed with positive and negative factors, downstream stocking sentiment is divided, and consumer performance is average. However, the production reduction plan of individual factories combined with the support of pre-sale orders is expected to keep DMC prices firm. As of February 28th, the mainstream quotation range for DMC is 13500-14300 yuan/ton, with a weekly increase of 3.7%.
In terms of operating rate, individual factories have a strong mentality of reducing production and maintaining price, and most of them maintain a negative state. In March, some individual factories in East China, North China and other regions still have maintenance plans, and the overall operating rate is expected to remain below 70%.